Reach Reporting automates financial dashboards, 3-way forecasting, and client reporting from QuickBooks, Xero, and Excel data.
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Reach Reporting is a financial reporting and planning platform aimed at accounting firms, advisory practices, small businesses, franchises, and nonprofit finance teams. It connects to QuickBooks Online, Xero, Google Sheets, and Excel to automate the assembly of financial reports, replacing manual spreadsheet work with pre-built, customizable templates for dashboards, P&Ls, balance sheets, and cash flow statements.
The platform includes 3-way budgeting and forecasting that automatically generates projected balance sheets and cash flow from a P&L forecast, plus multi-entity and multi-currency consolidation for firms managing several client companies. Interactive, shareable dashboards give clients and stakeholders real-time visibility into KPIs, and a built-in client portal handles secure file sharing and access control.
Reach Reporting also offers AI-assisted analytics that surface automated commentary and insights on the underlying financial data, along with a spreadsheet-like editor for rearranging visuals, applying custom branding, and adjusting charts without needing a designer.
All plans include unlimited users and deliverables, pre-built templates, custom branding, multi-currency consolidation, and client portal access, with plans differentiated mainly by the number of data source connections included.
Yes, Reach Reporting offers a 30-day free trial with no credit card required.
It connects to QuickBooks Online, Xero, Google Sheets, and Excel to pull in financial data automatically.
Monthly plans start at $149/month for 1 data connection, up to $550/month for 25 connections, with about 30% savings on annual billing. All plans include unlimited users and deliverables.
Yes, it supports multi-entity and multi-currency consolidation for firms managing several client companies.